Hi Balaji!
Thank you for checking our smallcases. 
Addressing the Cons in order.
- Yes. We are in the works of having AMO orders with smallcases too which will go live in the coming months.
- There is no fee for SIP on Normal smallcases. We charge a minimum of Rs.50+9 of every SIP only 4 smallcases in total > for the All Weather Investing and for 3 Smart Beta smallcases. For all the other smallcases, no charges at all for SIP / rebalancing / invest more / manage / exit. However the standard Zerodha charges would apply as usual.
- We have an in-house research team who creates these smallcases. The team consists of professionals from reputed colleges like IIT and have relevant experience of doing the same thing for big institutional clients with global investment firms like Nomura and Reuters. Having said that, the stocks for the smallcases are chosen objectively based on the model criteria with advanced filters and algos. If you’d like to have the model criteria for 3-4 of the smallcases, we can share it with you for sure. Please write to us at [email protected] for the same, so that we can share it. We make sure to have the maximum transparency with our users.
- That’s correct. We got that how it helps in saving the DP charges and taxes. This is something we are working on to have in smallcases in the near future. However at anytime you’d have the option to edit your rebalance update in which you can stop a stock from selling it.
- So the negative returns for some of the smallcases are with the last 1 year in which we have seen more volatility in the markets. The Nifty Mid Cap is still in -12% loss. Since smallcases were exposed mostly to Mid cap stocks, this gets affected too. Which is why we have introduced the All Weather Investing and Smart Beta smallcases for stability and with more diversification respectively.
- All the returns that we shows are the real historical returns of the stocks present in the smallcase which includes the rebalance updates as well as the losses incurred. For most of our smallcases, we have the past 4 years performance available on the platform. For the All Weather Investing and Smart Beta smallcases you can view the past 11Y and 10Y returns respectively.
- That is right. Which is why we have changed the SIP logic last week in which you can invest as low as Rs.5000 for almost all of the smallcases except for very few smalllcase which might have the SIP amount of around Rs.7000 based on the high cost smallcases
- As part of Tickertape, We have the educational blog > https://learn.tickertape.in/ in which one can learn the below concepts with in depth knowledge. Also we are working on to have more educational video contents.
